Create a project using Classic view

Configure and manage the project status and outline of the process you want to analyze.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

You must enable Audit Log for the table that you’ve selected to generate a model for a project.

About this task

Configure a project definition that displays visualized, interactive routes of flows of process information.

Procedure

1. Navigate to All > Process Mining > Projects > All projects.
2. Select New.
3. On the form, fill in the fields.

   For a description of the field values, see Project definition form.

4. Select Save.

   The project definition record is created.

• Set up a table configuration
  Define the kind of data or process that you want to view and analyse in your graph. You must select a specific table (parent table) that has the data that you want to analyse.
• Configure an activity definition
  Report on steps that occur within your business process.
• Configure a breakdown definition
  Add a breakdown to filter records and analyze a process map by categories.
• Configuring improvement opportunities
  Configure an improvement opportunities to view the insights on the Summary and Insights page.
• Import improvement opportunities
  Import improvement opportunities as templates into the project associated with the table. Improvement opportunities from the parent table that are in Active state are available for import. If you don’t import the improvement opportunities from the process table, the improvement opportunities aren’t used during project mining.
• Mine a project
  After you’ve configured the data you want to visualize, you can begin mining the project.
• Schedule a Process Mining job
  Schedule a Process Mining job to mine one or more projects later.
• Edit a project
  Edit a project from the Project Definition form to generate an updated process map.
• Delete a project
  Delete a project if you are not using it and want to clean up data. Deleting a project deletes the project's configurations and versions or projects it has generated. You can delete a project from the Process Mining Workspace.